Note: The job is a remote job and is open to candidates in USA. GFI Team Ikigai is seeking a driven and ambitious individual to join their team as a Personal Financial Educator. This role involves managing a portfolio of client accounts, providing customer service, and developing customized financial plans while ensuring client satisfaction.
Responsibilities
- Serve as a part-time Sales Representative and key contact for clients, ensuring their total satisfaction
- Interact with clients and associates, providing timely, professional, and courteous support
- Share financial knowledge and educate on business, investment, insurance protection, retirement, savings, and estate planning
- Develop customized financial plans, guiding clients through budgeting, debt reduction, investing, and retirement planning
- Grow account value through upsell and cross-sell opportunities and maintain high client satisfaction
- NO Cold Calling, NO Door Knocking
Skills
- 18 years or older and a U.S. citizen
- Pass a background check
- Strong verbal and written communication and customer relationship management skills
- Must have or obtain within first 2 weeks a Life Producer license
- Familiarity with CRM systems (e.g., Salesforce) and basic reporting
- Ability to interpret account health metrics and prepare concise summaries
- Experience or aptitude for identifying expansion opportunities
- Preferred backgrounds include customer service, leadership, and management
- Education, coaching, military, or elite athlete backgrounds are a great fit, but not required!
- Entrepreneurially-minded, self-motivated, and desire to grow and help people
- Advanced negotiation techniques or technical troubleshooting skills may be beneficial
Benefits
- Flexible scheduling with personalized customization
- 100% remote position with comprehensive online tools and training
- Leadership development opportunities
Company Overview
A financial education and services firm that helps families understand money the way the wealthy do — things like how to grow it, protect it, and make it work for them instead of against them. It was founded in 2023, and is headquartered in Brentwood , MD, US, with a workforce of 11-50 employees. Its website is https://www.gfi-ikigai.com.